In this video, I explain the two ways to receive items in Digit: through a purchase order (PO) or manually. I demonstrate how to view open POs, start the receiving process, customize package types, fill out information, print labels, handle rejected materials, and finish the receiving process. Pay attention to the detailed steps for efficient item receiving in Digit.
Video Transcript
0:02 In Digit, you can receive items from vendors in two ways. The first is from a PO that was created. The second is what we call receiving manually, in the off chance that a PO was not created for materials that are coming into your facility.
0:18 With the first, you can see in the receiving main table a list of all of the open POs that have not been received in full or haven't been received at all.
0:27 In this case, you can click on the actual PO number to see what was ordered and what quantities. Or you can click on the actual received ticket number to start the process of receiving.
0:38 In this case, the warehouse crew will have the ability to receive items that are coming in. In this case, we'll go ahead and accept 50 feet.
0:47 This is coming in on a box, but let's say that this was coming in in a tote. You can customize the different package types that you have.
0:57 You can add tote in here. We'll actually stick with box for now. If you want to capture the gross terror in that way, you can here.
1:05 You'll select whatever warehouse location this is going to be stored in. If you want to fill out any custom field information, you can.
1:12 And then we'll just print our label. Here, a screen will appear showing you the label that you can print. Once you've printed that, you can then see that we've received 50 out of 100 of the microfiber lining.
1:25 You can go into the details tab and you can see all of the individual labels that were received. In this case, maybe there was another box with another 50 something per feet, in which case we'll just duplicate this label so we don't have to fill out that form again.
1:38 And we can see now that that's been received in full. In the case where we received bad material, we can click on reject.
1:45 We'll classify a reject reason. Here are the default ones that come with Digit. If you want to customize these, you can delete any of these default ones.
1:53 Maybe you want to rename it or add different options, you can do that here. In this case, we'll say that the packaging was damaged.
2:00 There were 15 feet where there was maybe a rip in the lining. What we'll do is we'll still create a label for that material because it will still be in your warehouse.
2:09 But it will automatically be set to quarantine. In this case, we'll put this in Basics. We'll print that label. That same dialog will appear to print the label.
2:21 And we'll see now that there's some red in here because some of this was actually damaged, and we want to send this back to our supplier.
2:28 If we go to our Details tab, we'll see that third one come in here, and we'll see that it was rejected.
2:33 And we'll continue going in through the rest of the order. So in this case, let's say that we'll Except 100, it was good.
2:40 This was accepted. Next, go to our R2 location, we'll print our label, and we'll see that more of this item was accepted in good quantity.
2:52 Once your users finish receiving everything, In this case, let's quickly receive that final point. We'll say that this was actually on a pallet, and this is going to go to Once you finish receiving everything, you can click on the finish receiving button here.
3:08 That'll change this purchase order to receiving in progress to finish receiving. It will remove it from this awaiting shipment thing.
3:16 If you want to see all of your received, you can click on the all here and it will close out that P.O.
3:21 for you.